FPRounds puts CFP candidates across the table from AI-simulated clients with realistic finances, real pushback, and messy goals. You run the discovery meeting, gather the data, build the plan, and deliver it. We score you against the CFP Board's seven planning elements.
You passed coursework. You can price an annuity. You have never once sat across from a client and held eye contact while they told you about their father's dementia and the second mortgage.
Firms can't afford to teach juniors the basics. So juniors can't get hired. So the pipeline narrows and the profession ages out. FPRounds exists because practice reps shouldn't depend on being someone's nephew.
Every round mirrors the engagement you'll run on the job. Pick a client. Run the meeting. Build the plan. Get scored on the same rubric the CFP Board uses.
You're in Dalton or Kaplan or College for Financial Planning. You know case studies on paper. You've never opened a fact-finder with a stranger and had to slow down because they started crying.
You've got the discipline and the math. What you don't have is a year of shadowing a senior advisor. You need reps that don't require a warm introduction you don't have yet.
The firm hired you anyway. They don't have time to walk you through discovery meetings. You want the reps on your own time, before you sit next to a lead planner in a real one.
Every client has a financial profile, a communication style, and two or three emotional quirks. They interrupt. They misremember their 401(k) balance. They'll tell you their brother-in-law has a better idea.
Seven planning elements plus meeting skills. Every round returns a composite score, element-level breakdown, and a written rationale showing where you missed and what a senior planner would have said instead.
Completed rounds compile into a shareable portfolio: scenario context, your scorecard, the recommendations you made, and the badges you earned. Send a link to a principal. They can audit your work in twelve minutes.
Run a round. See the rubric. Decide from there.
Run a round ›